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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,773 | $85,766-8.2% | $136,297-42.2% | $70,124+12.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.62% | 31.45%-10.8pp | 5156.19%-5135.6pp | 73.14%-52.5pp |
| Employer contribution / active EE | $3,991 | $2,966+34.5% | $4,696-15.0% | $2,342+70.4% |
| Participant deferral / active EE | $8,510 | $5,051+68.5% | $6,247+36.2% | $3,332+155.4% |
| Admin fee / account holder | $19 | $5,420-99.7% | $9,244-99.8% | $4,645-99.6% |